Prime Capital Retirement
Prime Capital Retirement utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys. Prime Capital Retirement focuses on plan health and participant outcomes by providing retirement plan sponsors with professional services that include participant education and enrollment services, professionally managed allocation portfolios, plan design review and maintenance and ERISA 3(38) and 3(21) fiduciary services. The goal is simple: To provide Plan Sponsors and participants meaningful professional services that have integrity at their core. The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement. Advisory services offered through Prime Capital Investment Advisors, LLC.(PCIA), a Registered Investment Advisor. Prime Capital Investment Advisors doing business as Qualified Plan Advisors, “QPA.” 6201 College Blvd, Suite #150, Overland Park, KS 66211
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Verified contacts
21
available on Kipplo
LinkedIn employees
31
51 to 200 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- CS
Charles Smith
Nebraska Practice Leader · General Business & Management
EmailPhone - HP
Heather Povlick
Director of Retirement Plan Experience · Other
EmailPhone - JD
Jeff Dorfman
Managing Principal, Retirement Practice · Other
EmailPhone - RM
Robert Massa
Managing Director, Houston Operations Retirement Practice Leader · Other
EmailPhone - RE
Rich Eagar
Vice President - Retirement Practice · Other
EmailPhone - BM
Brandon McCormick
Qualified Plan Consultant · Finance & Accounting
EmailPhone - TA
Teddy Awuah
Sr Retirement Plan Advisor · Finance & Accounting
EmailPhone - KT
Kevin Toledano
& (&) · Other
EmailPhone - HP
Heather Povlick
Director of Retirement Plan Experience · Other
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Prime Capital Retirement
16 distinct titles indexed · top 10 shown.
- 2director of retirement plan experience
- 2qualified plan consultant
- 2retirement plan assistant
- 1& (&)
- 1consultant
- 1director of erisa oversight
- 1managing director, houston operations retirement practice leader
- 1managing director, northern california
- 1managing principal, retirement practice
- 1nebraska practice leader
- +6more titles
Sign up to unlock all 21 contacts at Prime Capital Retirement
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